Customize Dynamics 365 data ingestion

Dynamics 365 data is ingested into Nonprofit data solutions through Microsoft Fabric Link for Dataverse. This connection enables seamless integration of data from your Dataverse environment with the Common Data Model for Nonprofits into the bronze lakehouse.

Prerequisites

Before customizing Dynamics 365 data ingestion, ensure you have:

• A Dataverse environment with the Common Data Model for Nonprofits deployed.
• Appropriate permissions to manage Fabric link connections.
• Microsoft Fabric link configured between your Dataverse environment and the Fabric workspace.

How the Fabric link works

The Microsoft Fabric link for Dataverse establishes a direct connection between your Dataverse environment and Microsoft Fabric, enabling near real-time data synchronization. When you set up Fabric link, you select which Dataverse tables to sync to your Fabric lakehouse.

For more information about the Fabric link, see Link your Dataverse environment to Microsoft Fabric and unlock deep insights.

Integrated tables

The following tables from Dynamics 365 Sales with the Common Data Model for Nonprofits are integrated into the Fundraising solution:

• account
• campaign
• contact
• customeraddress
• email
• letter
• msnfp_designatedcredit
• msnfp_designation
• msnfp_transaction
• opportunity
• opportunitysalesprocess
• phonecall

Add new tables from Dynamics 365

To add more tables from your Dataverse environment:

1. Ensure that change tracking is enabled for the tables you want to add. The Fabric link requires change tracking to synchronize data.

2. Add the tables to your Fabric link connection.

The newly selected tables are automatically synchronized to the bronze lakehouse in your Fabric workspace.

Add new columns to existing tables

When you add new columns to existing Dataverse tables or deploy new fields through solutions:

• The Fabric link automatically detects schema changes in your Dataverse environment.
• New columns are automatically synchronized to the corresponding tables in the bronze lakehouse.
• No manual configuration is required for adding new columns to existing linked tables.

Next steps

You can now process your data through the transformation and enrichment pipelines.

Transform data to the silver layer

To make your new data available in the silver layer:

1. Extend the pipeline in the bronze layer to the silver layer to set up the transformation pipeline.
2. Customize or extend the silver data model to create new tables or modify the silver layer schema.
3. Customize the transformation logic to define how your Dynamics 365 data is transformed.

Optionally, you can customize the configuration logic to add custom configuration settings for your transformations.

Enrich data to the gold layer

To make your transformed data available for reporting:

1. Extend the pipeline in the silver layer to the gold layer to set up the enrichment pipeline.
2. Customize or extend the gold data model to create new analytical tables or modify the gold layer schema.
3. Customize the enrichment logic to create custom calculations and metrics.

Optionally, you can customize the segmentation logic to define custom constituent segments based on your organization's needs.

See also

• Overview of extending Nonprofit data solutions
• Link your Dataverse environment to Microsoft Fabric
• Enable change tracking for Dataverse tables